Purchases and Sales Made in Q4 2023 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES 10+ YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Ameriprise Financial Inc
       Minneapolis, MN | BUY | - | 1.48M+ 348.74% |                   
                  $65.7M - $78.7M
                 |                   
                1.9M
                $99M
               | |
| 
                  Feb 22, 2024
                  Q4 2023
                 | 
      River & Mercantile LLC
       Waltham, MA | BUY | - | 663K+ 172.05% |                   
                  $29.6M - $35.4M
                 |                   
                1.05M
                $54.7M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Black Rock Inc.
       New York, NY | BUY | - | 408K+ 9.1% |                   
                  $18.2M - $21.8M
                 |                   
                4.89M
                $255M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Thrivent Financial For Lutherans
       Minneapolis, MN | BUY | - | 301KNew |                   
                  $13.4M - $16.1M
                 |                   
                301K
                $15.7M
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Assetmark, Inc
      
   | BUY | - | 279K+ 64.6% |                   
                  $12.4M - $14.9M
                 |                   
                710K
                $37M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Envestnet Asset Management Inc
      
   | BUY | - | 276K+ 11.59% |                   
                  $12.3M - $14.7M
                 |                   
                2.66M
                $139M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Horizon Investments, LLC
       Charlotte, NC | BUY | - | 272KNew |                   
                  $12.1M - $14.5M
                 |                   
                272K
                $14.2M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Lpl Financial LLC
       Fort Mill, SC | BUY | - | 196K+ 70.43% |                   
                  $8.71M - $10.4M
                 |                   
                473K
                $24.7M
               | |
| 
                  Feb 08, 2024
                  Q4 2023
                 | 
      Adroit Compliance, LLC
       Rockford, IL | BUY | - | 183KNew |                   
                  $8.18M - $9.79M
                 |                   
                183K
                $9.56M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Prudential PLC
       London, England, X0 | BUY | - | 151K+ 5.93% |                   
                  $6.75M - $8.08M
                 |                   
                2.7M
                $141M
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Capstone Investment Advisors, LLC
       New York, NY | BUY | - | 134KNew |                   
                  $5.95M - $7.12M
                 |                   
                134K
                $6.96M
               | |
| 
                  Feb 02, 2024
                  Q4 2023
                 | 
      Eley Financial Management, Inc
       South Burlington, VT | BUY | - | 121KNew |                   
                  $5.37M - $6.43M
                 |                   
                121K
                $6.28M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Mml Investors Services, LLC
       Springfield, MA | BUY | - | 112K+ 110.54% |                   
                  $4.99M - $5.98M
                 |                   
                213K
                $11.1M
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Wells Fargo & Company
       San Francisco, CA | BUY | - | 105K+ 17.47% |                   
                  $4.7M - $5.63M
                 |                   
                709K
                $37M
               | |
| 
                  Jan 24, 2024
                  Q4 2023
                 | 
      International Assets Investment Management, LLC
       Orlando, FL | BUY | - | 103KNew |                   
                  $4.57M - $5.47M
                 |                   
                103K
                $5.35M
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Destiny Capital Corp/Co
       Golden, CO | BUY | - | 99.9KNew |                   
                  $4.45M - $5.33M
                 |                   
                99.9K
                $5.21M
               | |
| 
                  Aug 28, 2024
                  Q4 2023
                 | 
      River Front Investment Group, LLC
       Richmond, VA | BUY | - | 93.8K+ 9.56% |                   
                  $4.18M - $5M
                 |                   
                1.08M
                $56M
               | |
| 
                  Feb 05, 2024
                  Q4 2023
                 | 
      River Front Investment Group, LLC
       Richmond, VA | BUY | - | 93.4K+ 9.52% |                   
                  $4.16M - $4.98M
                 |                   
                1.07M
                $56M
               | |
| 
                  Jan 25, 2024
                  Q4 2023
                 | 
      Wespac Advisors So Cal, LLC
      
   | BUY | - | 91KNew |                   
                  $4.05M - $4.85M
                 |                   
                91K
                $4.74M
               | |
| 
                  Feb 06, 2024
                  Q4 2023
                 | 
      Allianz Investment Management U.S. LLC
       Minneapolis, MN | BUY | - | 74K+ 4.78% |                   
                  $3.3M - $3.95M
                 |                   
                1.62M
                $84.5M
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Payden & Rygel
       Los Angeles, CA | BUY | - | 72.1KNew |                   
                  $3.21M - $3.85M
                 |                   
                72.1K
                $3.76M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Morgan Stanley
       New York, NY | BUY | - | 61.2K+ 16.6% |                   
                  $2.73M - $3.27M
                 |                   
                430K
                $22.4M
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Envestnet Portfolio Solutions, Inc.
       Berwyn, PA | BUY | - | 55.1K+ 161.42% |                   
                  $2.45M - $2.94M
                 |                   
                89.2K
                $4.65M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Cetera Investment Advisers
       Schaumburg, IL | BUY | - | 40.6K+ 47.19% |                   
                  $1.81M - $2.16M
                 |                   
                127K
                $6.6M
               | |
| 
                  Feb 01, 2024
                  Q4 2023
                 | 
      Cwm, LLC
      
   | BUY | - | 34.8K+ 3925.93% |                   
                  $1.55M - $1.86M
                 |                   
                35.7K
                $1.86M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Gfg Capital, LLC
      
   | BUY | - | 30.7KNew |                   
                  $1.37M - $1.64M
                 |                   
                30.7K
                $1.6M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Northwestern Mutual Wealth Management CO
      
   | BUY | - | 28.7K+ 18.84% |                   
                  $1.28M - $1.53M
                 |                   
                181K
                $9.43M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Cetera Advisor Networks LLC
       El Segundo, CA | BUY | - | 28K+ 61.07% |                   
                  $1.25M - $1.49M
                 |                   
                73.8K
                $3.85M
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Ubs Group Ag
      
   | BUY | - | 27.5K+ 7.82% |                   
                  $1.23M - $1.47M
                 |                   
                380K
                $19.8M
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Checchi Capital Advisers, LLC
       Beverly Hills, CA | BUY | - | 21K+ 70.21% |                   
                  $934K - $1.12M
                 |                   
                50.8K
                $2.65M
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Berkeley Capital Partners, LLC
      
   | BUY | - | 18.8KNew |                   
                  $839K - $1.01M
                 |                   
                18.8K
                $982K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Cetera Advisors LLC
       Denver, CO | BUY | - | 16.7K+ 189.52% |                   
                  $745K - $893K
                 |                   
                25.6K
                $1.33M
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Wambolt & Associates, LLC
      
   | BUY | - | 14.6KNew |                   
                  $651K - $780K
                 |                   
                14.6K
                $762K
               | |
| 
                  Jan 29, 2024
                  Q4 2023
                 | 
      Tennessee Valley Asset Management Partners
      
   | BUY | - | 14K+ 4.89% |                   
                  $622K - $745K
                 |                   
                300K
                $15.6M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Tranquilli Financial Advisor LLC
       Clinton, NJ | BUY | - | 13.7KNew |                   
                  $612K - $733K
                 |                   
                13.7K
                $716K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Squarepoint Ops LLC
       New York, NY | BUY | - | 13.4KNew |                   
                  $599K - $717K
                 |                   
                13.4K
                $700K
               | |
| 
                  Jan 19, 2024
                  Q4 2023
                 | 
      Columbus Macro, LLC
      
   | BUY | - | 12.7KNew |                   
                  $565K - $676K
                 |                   
                12.7K
                $660K
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Janney Montgomery Scott LLC
      
   | BUY | - | 12.5K+ 5.44% |                   
                  $557K - $667K
                 |                   
                242K
                $12.6M
               | |
| 
                  Feb 06, 2024
                  Q4 2023
                 | 
      Meridian Wealth Advisors, LLC
      
   | BUY | - | 10.8KNew |                   
                  $483K - $578K
                 |                   
                10.8K
                $565K
               | |
| 
                  Feb 02, 2024
                  Q4 2023
                 | 
      Truist Financial Corp
      
   | BUY | - | 8.32K+ 2.36% |                   
                  $371K - $444K
                 |                   
                361K
                $18.8M
               | |
| 
                  Jan 10, 2024
                  Q4 2023
                 | 
      Hennion & Walsh Asset Management, Inc.
      
   | BUY | - | 7.84K+ 10.9% |                   
                  $349K - $418K
                 |                   
                79.7K
                $4.16M
               | |
| 
                  Jan 22, 2024
                  Q4 2023
                 | 
      Brand Asset Management Group, Inc.
      
   | BUY | - | 7.65KNew |                   
                  $341K - $408K
                 |                   
                7.65K
                $399K
               | |
| 
                  Apr 22, 2024
                  Q4 2023
                 | 
      Invera Wealth Advisors, LLC
       Bend, OR | BUY | - | 7.54KNew |                   
                  $336K - $402K
                 |                   
                7.54K
                $393K
               | |
| 
                  Jan 16, 2024
                  Q4 2023
                 | 
      Invera Wealth Advisors, LLC
       Bend, OR | BUY | - | 7.54KNew |                   
                  $336K - $402K
                 |                   
                7.54K
                $393K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Integrated Wealth Concepts LLC
      
   | BUY | - | 7.43K+ 29.38% |                   
                  $331K - $396K
                 |                   
                32.7K
                $1.7M
               | |
| 
                  Jan 29, 2024
                  Q4 2023
                 | 
      Beverly Hills Private Wealth, LLC
       Beverly Hills, CA | BUY | - | 7.04KNew |                   
                  $314K - $376K
                 |                   
                7.04K
                $367K
               | |
| 
                  Feb 06, 2024
                  Q4 2023
                 | 
      Private Advisor Group, LLC
      
   | BUY | - | 6.84KNew |                   
                  $305K - $365K
                 |                   
                6.84K
                $356K
               | |
| 
                  Jan 31, 2024
                  Q4 2023
                 | 
      Colton Groome Financial Advisors, LLC
      
   | BUY | - | 6.3KNew |                   
                  $281K - $336K
                 |                   
                6.3K
                $328K
               | |
| 
                  Jan 30, 2024
                  Q4 2023
                 | 
      Octavia Wealth Advisors, LLC
      
   | BUY | - | 6.13KNew |                   
                  $273K - $327K
                 |                   
                6.13K
                $319K
               | |
| 
                  Feb 06, 2024
                  Q4 2023
                 | 
      Founders Financial Securities LLC
      
   | BUY | - | 6.12KNew |                   
                  $272K - $326K
                 |                   
                6.12K
                $319K
               |